|
1
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$6.52M
|
+$1.34M
|
+54,764
|
+26%
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$5.56M
|
+$5.36M
|
+218,261
|
+1,601%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.57M
|
+$480K
|
+19,560
|
+42%
|
|
|
4
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.43M
|
+$273K
|
+11,146
|
+23%
|
|
|
5
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$721K
|
+$739K
|
+30,111
|
New
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$684K
|
+$699K
|
+28,492
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$616K
|
+$631K
|
+25,713
|
New
|
|
|
8
|
Parkside Investments
Deerfield,
Illinois
|
$341K
|
+$350K
|
+14,250
|
New
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
10
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$220K
|
-$4.32K
|
-176
|
-2%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$208K
|
-$486K
|
-19,790
|
-69%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$185K
|
+$4.91K
|
+200
|
+3%
|
|
|
13
|
Weaver Consulting Group
Huntington Beach,
California
|
$183K
|
-$57.4K
|
-2,340
|
-23%
|
|
|
14
|
Manchester Financial
Westlake Village,
California
|
$24K
|
+$24.5K
|
+1,000
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$10K
|
+$7.36K
|
+300
|
+248%
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$4K
|
+$4.49K
|
+183
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$2.21K
|
+90
|
New
|
|
|
18
|
|
–
|
-$335K
|
-13,981
|
Closed
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$276K
|
-11,536
|
Closed
|
|
|
20
|
XML Financial
Bethesda,
Maryland
|
–
|
-$255K
|
-10,672
|
Closed
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$237K
|
-9,896
|
Closed
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$216K
|
-9,006
|
Closed
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$2K
|
-100
|
Closed
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
+$277K
|
+11,269
|
New
|
|
